See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,558 | $95,266-27.0% | $82,389-15.6% | $142,382-51.1% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.5%-36.2pp | 80.1%-46.8pp |
| Annual return | 17.65% | 25.74%-8.1pp | 28.67%-11.0pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,293 | $2,991-56.8% | $2,517-48.6% | $4,299-69.9% |
| Participant deferral / active EE | $2,083 | $4,809-56.7% | $4,155-49.9% | $6,507-68.0% |
| Admin fee / account holder | $653 | $8,563-92.4% | $7,231-91.0% | $12,624-94.8% |